TWP

Tempus Wealth Planning Portfolio holdings

AUM $436M
1-Year Est. Return 22.42%
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.5M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.67M
3
+$1.98M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.95M
5
ALTS
ProShares Morningstar Alternatives Solution ETF
ALTS
+$1.78M

Top Sells

1
+$3.64M
2
+$3.52M
3
+$3.19M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.3M
5
TSLA icon
Tesla
TSLA
+$601K

Sector Composition

1 Industrials 15.85%
2 Healthcare 7.9%
3 Technology 7.29%
4 Consumer Staples 4.28%
5 Financials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.5%
+2,877
52
$474K 0.5%
2,077
+211
53
$473K 0.5%
8,076
54
$442K 0.47%
1,730
+80
55
$442K 0.47%
6,602
+572
56
$423K 0.45%
34,493
+700
57
$414K 0.44%
1,355
58
$411K 0.44%
6,517
+340
59
$409K 0.43%
3,776
+15
60
$401K 0.42%
3,000
61
$393K 0.42%
2,540
+1,020
62
$391K 0.41%
1,326
+341
63
$389K 0.41%
2,080
64
$388K 0.41%
+3,401
65
$386K 0.41%
1,825
+25
66
$372K 0.39%
1,640
+802
67
$366K 0.39%
1,508
+8
68
$359K 0.38%
+1,647
69
$356K 0.38%
3,717
+780
70
$355K 0.38%
4,121
71
$355K 0.38%
2,619
72
$354K 0.37%
+2,754
73
$347K 0.37%
7,063
+2,020
74
$346K 0.37%
3,299
75
$337K 0.36%
1,225
+194
1 2
3
4